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Roberto Gomez

M Holdings Securities, Inc.

Portland, OR

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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-10-14
  • OR RA
    APPROVED
    Since 2025-10-14

Branch Locations

1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M Holdings Securities, Inc. Portland OR 06/2021 Present
Fred Meyer Beaverton OR 05/2019 06/2021
Portland Community College Portland OR 01/2019 06/2020
Umpqua Bank Yamhill OR 12/2015 01/2019
  • 06/2021 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 05/2019 → 06/2021
    Fred Meyer
    Beaverton, OR
  • 01/2019 → 06/2020
    Portland Community College
    Portland, OR
  • 12/2015 → 01/2019
    Umpqua Bank
    Yamhill, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-11
  • S66 Uniform Combined State Law Examination
    2025-10-11
Other Names
  • Robert Gomez
  • Roberto Gomez Aispuro

View on SEC IAPD

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STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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